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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| CA | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 11/2022 | 03/2025 |
| Citibank | San Diego | CA | 10/2021 | 11/2022 |
| The Liberty Group | San Jose | CA | 06/2021 | 10/2021 |
| Labormax | San Jose | CA | 01/2021 | 06/2021 |
| Fpi Management | San Jose | CA | 07/2019 | 09/2020 |
| Labormax | San Jose | CA | 01/2019 | 07/2019 |
| Uber | San Francisco | CA | 07/2017 | 07/2019 |
| Humboldt State University & The Kings Academy | Arcata | CA | 01/2013 | 07/2017 |
| Unemployed | San Jose | CA | 09/2020 | 01/2021 |
| Unemployed | San Diego | CA | 03/2025 | 05/2025 |
| Fidelity Investments | San Jose | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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